Help us improve

Make Products a drop down list when invoicing

Dear Team,
I wish to advise of an issue within Kashflow that is causing me (and no doubt countless other) a real problem when creating invoices. The way that it changed some time back has been nothing but a complete inconvenience and counterproductive to work efficiency.
Basically the problem is when producing an invoice I first select a 'Sales Code' as below:

As you can a drop down list pops up so you can scroll through the options. Perfect.
Then you need to go in and add a 'Product' and this is where the problem is. There is simply no drop down list of options as below:
You have to start typing something to find the product, but if you can't recall what all the options are then you are stuck and end up wasting loads of time trying different things to see if you can figure out what it is you are looking for.
The way round this is to open the 'Settings' in a new tab or Window and go in to 'Sales Codes' and then scan through the options. Then you can go back to the main window and start typing the required wording.
This is absolutely counterproductive, irritating and illogical - to say the least.
I have logged this on your portal for suggesting improvements etc. but nothing ever seems to come of it.
I really don't want to have to put this on there again and I would like to ask that this functionality need to be addressed and make the 'Product' a drop down list with a search function just like 'Sales Code'.
Please can you update me on what the situation is with this because as I say I am certain that there are an awful lot of others suffering this.
I look forward to hearing from you.
Kind regards,
Mark Sherlow
Managing Director
  • Guest
  • Jan 10 2017
  • Released
  • Sep 5, 2017

    Admin response

    Hi guys, This occurs because you have over 100 products on the system. We conducted extensive research with our users before implementing this and found that users with this many products preferred this system to aid performance and allow them to quickly pick out a product.
  • Attach files
  • Guest commented
    13 Oct, 2017 01:22pm

    I agree this is very annoying, especially as when we use product groups, we only have a few products in each group but are still treated the same because we have over 100 in total.

  • Guest commented
    10 Jan, 2017 09:16am

    I agree
    I have the same problem

  • Guest commented
    10 Jan, 2017 09:16am

    This is indeed very very annoying!

    As another option it could search for any word within the title rather than just the first word. This would help reduce the time wasted as more often than not you might be able to remember part of the title if not the starting letter/word

  • Guest commented
    10 Jan, 2017 09:16am

    Thank you for the response. I can advise that as a user we were not involved in your research and would have not endorsed this idea.

    I really don't know why anyone would prefer this way of doing things as for me it slows everything down because I have to flick back and forth between the invoice screen and settings page to search the products we need! Madness.

    There needs to be some improvement in this. For example if you start typing a key word in the search box, it picks up any product with that word in the name string, Just now you have to correctly recall and type the correct first word to bring up what you are looking for. If you don't recall the first word it can be very frustrating.

    Please give this some serious consideration because its simply not workable as it is

  • Guest commented
    10 Jan, 2017 09:16am

    Mark - I agree that this is frustrating, and have already contacted support directly to address this, as it seems like a very bad idea.

    When you create a purchase (or an invoice), Kashflow presents a list of ALL suppliers (or customers) and you can either choose to scroll through several hundred entries or you can start typing. The list is then filtered to show ANY supplier (or customer) which contains the letters being typed.

    With products, there is no option to scroll through the list and you have to know exactly what the product is looking is called, as as you type it only filters with products that START with the letters you type, not CONTAIN the letters you type.

    I don't see why it's so difficult for people to scroll through 20 or 30 products, when it's ok to scroll through several hundred or thousand suppliers?

    So I agree with you and hope we can get this changed - or at least modified to be consistent with the rest of Kashflow.

  • Nick commented
    10 Jan, 2017 09:16am

    Full keyword searching would be ideal so that any term in a product name returns the result rather than having to remember the start of every product. I have lots of different products and remembering exactly how they are named, especially on older products is a nightmare. For me at the moment this is the most frustrating part of the product and causes me undue wasted time and frustration.

  • Guest commented
    10 Jan, 2017 09:16am

    Kashflow, so for users with below 100 products, the dropdown shows. I don't care what the research states, you should at least give the option to revert to the old method of product selection.

    We have about 110 products... having to type to search does NOT work for our business. Why can you not just give the option for us to revert back to fully populated dropdowns if we wish??

    So frustrating

  • Guest commented
    10 Jan, 2017 09:16am

    I have a slightly different but related problem - when selecting a product on the quote or invoice the code for the product is never shown only the description. It would be helpful to show the code.

  • +14